Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grupo Aeromexico, S.A.B. de C.V.AERO · Entity 4472 | Director | July 27, 2026 | July 29, 2026 |
| Wheels Up Experience Inc.UP · Entity 6501 | Director | June 09, 2026 | June 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Grupo Aeromexico, S.A.B. de C.V.
Report date July 27, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| American Depositary SharesSEC Table II · derivative / convertible security | Direct | 6,600 |
Reported balance
After 2026-07-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-27 · Purchase · Acquired 6,600 · Balance 6,600 F1: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares. F2: All 6,600 ADSs were purchased at a single price of $15.1499 per ADS. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares.
F2: All 6,600 ADSs were purchased at a single price of $15.1499 per ADS.
Wheels Up Experience Inc.
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 33,326 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 24,305 · Balance 33,326 F1: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest in four equal quarterly installments on each of (i) September 9, 2026, (ii) December 9, 2026, (iii) March 9, 2027, and (iv) upon the earlier to occur of (a) June 9, 2027 or (b) the date of the next annual meeting of stockholders of the Issuer following June 9, 2027, in each case subject to the Reporting Person's continued service to the Issuer. F2: Amount of securities has been adjusted to reflect the Issuer's 1-for-20 reverse stock split that occurred on April 24, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest in four equal quarterly installments on each of (i) September 9, 2026, (ii) December 9, 2026, (iii) March 9, 2027, and (iv) upon the earlier to occur of (a) June 9, 2027 or (b) the date of the next annual meeting of stockholders of the Issuer following June 9, 2027, in each case subject to the Reporting Person's continued service to the Issuer.
F2: Amount of securities has been adjusted to reflect the Issuer's 1-for-20 reverse stock split that occurred on April 24, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 27, 2026 Filed Jul 29, 2026 19:31 UTC | Grupo Aeromexico, S.A.B. de C.V. AERO · Entity 4472 | PurchaseAmerican Depositary Shares · Derivative | 6,600 | $15.15 | $99,989.34 |
DisclosureSEC source: 0001561861-26-000059 · wk-form4_1785353496.xml · derivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,600 Underlying: Common shares, without nominal value · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares. F2 · price: All 6,600 ADSs were purchased at a single price of $15.1499 per ADS. F1 · derivative.exercise_date: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares. F1 · derivative.expiration_date: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares. F1 · derivative.underlying_shares: The reported transaction was effected in American Depositary Shares (ADSs), each representing 10 common shares. Read SEC document |
| June 09, 2026 Filed Jun 11, 2026 00:02 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 24,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-072475 · tm2617171-2_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,326 F1 · shares: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest in four equal quarterly installments on each of (i) September 9, 2026, (ii) December 9, 2026, (iii) March 9, 2027, and (iv) upon the earlier to occur of (a) June 9, 2027 or (b) the date of the next annual meeting of stockholders of the Issuer following June 9, 2027, in each case subject to the Reporting Person's continued service to the Issuer. F2 · balance_after: Amount of securities has been adjusted to reflect the Issuer's 1-for-20 reverse stock split that occurred on April 24, 2026. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 00:05 UTC | Wheels Up Experience Inc. UP · Entity 6501 | SaleClass A Common Stock, par value $0.0001 per share | 43,166 | $3.11 | $134,246.26 |
DisclosureSEC source: 0001104659-25-084949 · tm2524613-1_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,431 F1 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold on August 27, 2025 in multiple transactions at prices ranging from $3.07 to $3.19 per share, inclusive. The Reporting Person undertakes to provide to Wheels Up Experience Inc. (the "Company"), any security holder of the Company, or the staff of the United States Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 00:01 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 115,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-058632 · tm2517724-1_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,597 F1 · shares: Represents a grant of restricted stock units ("RSUs") on June 10, 2025 pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended, which will be settled in shares of the Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting. The RSUs will vest in four equal quarterly installments on each of (i) September 10, 2026, (ii) December 10, 2025, (iii) March 10, 2026, and (iv) upon the earlier to occur of (a) June 10, 2026 or (b) the date of the next annual meeting of stockholders of the Issuer following June 10, 2025, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 22:46 UTC | Wheels Up Experience Inc. UP · Entity 6501 | SaleClass A Common Stock, par value $0.0001 per share | 21,766 | $2.47 | $53,762.02 |
DisclosureSEC source: 0001104659-24-123783 · tm2429509-2_4seq1.xml · nonDerivative · entry 2 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 108,465 F3 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold on November 26, 2024 in multiple transactions at prices ranging from $2.41 to $2.54 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:46 UTC | Wheels Up Experience Inc. UP · Entity 6501 | SaleClass A Common Stock, par value $0.0001 per share | 20,000 | $2.50 | $50,000.00 |
DisclosureSEC source: 0001104659-24-123783 · tm2429509-2_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,231 F1 · kind: The reported transaction on November 25, 2024 was made pursuant to a contract, instruction or written plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934, as amended, which was previously adopted by the Reporting Person on August 12, 2024. F2 · price: The price reported in this box in Column 4 is a weighted average price. These shares were sold on November 25, 2024 in multiple transactions at $2.50 per share. The Reporting Person undertakes to provide to Wheels Up Experience Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the United States Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 21:40 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 87,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-069755 · tm2416469-9_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,231 F1 · shares: Represents a grant of RSUs on June 6, 2024 pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended, which will be settled in shares of the Class A common stock, par value $0.0001 per share, of the Issuer upon vesting. The RSUs will vest in four equal quarterly installments on each of (i) September 6, 2025, (ii) December 6, 2024, (iii) March 6, 2025, and (iv) upon the earlier to occur of (a) June 6, 2025 or (b) the date of the next annual meeting of stockholders of the Issuer following June 6, 2024, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| January 22, 2024 Filed Jan 25, 2024 01:01 UTC | Wheels Up Experience Inc. UP · Entity 6501 | GrantClass A Common Stock, par value $0.0001 per share | 63,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-006336 · tm243928-2_4seq1.xml · nonDerivative · entry 1 Moak Donald Lee · CIK 0001995705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,166 F1 · shares: Represents a grant of Restricted Stock Units ("RSUs"), which will be settled in shares of the Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting. The RSUs will vest in full upon the earlier to occur of (i) January 22, 2025 or (ii) the date of the next annual meeting of stockholders of the Issuer following January 22, 2024, in each case subject to the Reporting Person's continued service to the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.